Edward Nelson Portelles
Investment Adviser Representative at Alexander Capital Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward Nelson Portelles is an investment adviser representative with Alexander Capital Wealth Management LLC in Huger, SC, where they have been registered since 2021. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Planmember Securities Corporation and Source Capital Group, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
- Broker:
10 states and territories
Arizona, Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PlanmemberJun 2011 – Apr 2017Carpinteria, CA
- Gabor & AssociatesApr 2017 – no end date reportedStaten Island, NY
- Alexander Capital Welath Management LLCSep 2018 – Jan 2021New York, NY
- Alexander Capital LPMay 2019 – Jan 2021New York, NY
- Alexander Capital, L.P.Mar 2021 – no end date reportedNew York, NY
- Alexander Capital Welath Management LLCMar 2021 – no end date reportedNew York, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alexander Capital Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Asset management, active portfolio management investment strategies customized to client goals and objectives, personal wealth management, institutional wealth management, IRAs, rollovers, 401ks, and investment banking.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 37
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Red Bank, NJ
- SEC file number:
- 801-112997
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Nelson Portelles has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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